Before You Begin: Implementation

All users

The information in this section is intended for Workplace Administrators and Workplace Manager Administrators who are tasked with setting up and managing a Workplace implementation.

Please be sure to fully review our Before You Begin: Projects topic before proceeding with this topic!

Workplace"Workplace" describes the Autotask Workplace service in its entirety. is easy to install and use, but to get the most out of the service, it’s a good idea to invest in some planning time before implementation. Migrating your data into Workplace is a terrific opportunity to fix questionable organizational practices and inefficient workflows that may exist in your current folder structure.

Even when a team has a folder structure they are perfectly happy with, some minor tweaks to support the principles below will result in better performance and greater long-term satisfaction with the Workplace service.


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